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Termination Checklist

September 2, 2003
Related Topics: Termination, Featured Article, Legal
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Below is a termination background sheet, as well as a checklist to use when an employee is terminated.

TERMINATION BACKGROUND SHEET

Employee Name: ______________________

Employee Number: ______________________

Job Title: ______________________

Supervisor: ______________________

1. History of previous discipline issued in past two years:

Type of Discipline Reason Issued Date of Issue
     
     
     
     
     

2. If no previous discipline has been issued, please state specifically why termination is recommended at this time:

3. Has your management provided information concerning what type of discipline has been issued to other employees involved in similar matters? If yes, is the recommended termination consistent with discipline issued to others?    If no, when will the information be provided?   

4. Are there any other facts and circumstances which should be considered in reviewing this decision?

Signature of individual making recommendation:

  Approved

  Not Approved (state reasons why and alternative recommendation):

The information contained in this article is intended to provide useful information on the topic covered, but should not be construed as legal advice or a legal opinion. Also remember that state laws may differ from the federal law.


TERMINATION CHECKLIST

Name Employee Number
 

The following items were received from employee at the time of his or her termination:

ID badge Keys Security card Credit card Phone card Safety equipment
   
In addition, the employee returned the following equipment which was provided by the Company for use in employment:
 
 1.  Condition:
 2.  Condition:
 3.  Condition:
 4.  Condition:
   
The following items were given to the employee at the time of his or her termination:
Final paycheck COBRA notice Exit questionnaire Other:

___________________________________________
Employee Signature

___________________________________________
Date

______________________________________________
Human Resource Representative Signature

SOURCE: Maureen F. Moore, Employment Forms and Policies, Fourth Edition, LexisNexis. For more information, seehttp://www.lexisnexis.com/humanresources
©2003 Matthew Bender & Company, Inc., a member of the LexisNexis Group

The information contained in this article is intended to provide useful information on the topic covered, but should not be construed as legal advice or a legal opinion. Also remember that state laws may differ from the federal law.

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